QXO Inc

QXO

Market cap $13.1B

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

The U.S. housing market is severely constrained by high prices, elevated mortgage rates, and overregulation, creating a national affordability crisis. Government intervention is accelerating, with potential emergency measures aimed at boosting supply, easing regulations, and lowering borrowing costs to unlock pent-up demand.

Stephanie Link, Hightower Advisors chief investment strategist and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, state of the economy, where she's investing her money right now, and more.

QXO is positioned as Brad Jacobs' latest platform for large-scale M&A-driven growth in the building materials distribution industry. Jacobs' proven track record in consolidating fragmented industries and driving operational efficiencies underpins the investment thesis for QXO. Recent acquisitions, including Beacon Roofing Supply, and disciplined capital allocation highlight QXO's aggressive yet prudent growth strategy.

Stephanie Link, CIO at Hightower, joins CNBC's "Halftime Report" to detail het latest buy. The Committee debate the Housing Space.

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QXO a tech-oriented building materials distributor, is up by 21% YTD, outperforming its peers from the Russell 1000 by 2.4x. While M&A will still be the main driver of this story, QXO management, which has ample skin in the game, has shown good discipline, in the management of capital. Organically, QXO is also showing signs of progress with current EBITDA margins already better than the industry median on account of initiatives in inventory management, pricing and procurement.

QXO, Inc. (QXO) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $3.22 per share a year ago.

GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (“QXO” or the “Company”) (NYSE: QXO) today announced its financial results for the second quarter 2025. The Company reported a basic and diluted loss per common share of $(0.15) and an Adjusted Diluted Earnings per Common Share (“Adjusted Diluted EPS”), a non-GAAP financial measure, of $0.11 for the three months ended June 30, 2025.   SECOND QUARTER 2025 SUMMARY RESULTS     Three Months Ended June 30, (in millions, except for per share data)   2025  .